Part A: Entering Orders

Chapter in this part: The following chapters describe how to enter individual orders on the system as you receive them:

• Chapter 1: Introducing Order Entry describes the process of entering orders on the system from a high-level point of view.

• Chapter 2: Setting Defaults describes how to pre-define codes for several Order Entry fields.

• Chapter 3: Selecting Customers describes how to select a customer for Order Entry.

• Chapter 4: Entering Orders Using Header Format describes how to enter a complete order using this default Order Entry method.

• Chapter 5: Entering Orders Using Header/Detail Format describes how to enter a complete order using this default Order Entry method.

• Chapter 6: Working with Items on the Order describes how to change, review or enhance information for items you have added to the order.

• Chapter 7: Upselling the Customer describes several features available in the system that offer the customer discounts, incentive items, or free gifts, based on a quantity, item, source code, or offer on the order.

• Chapter 8: Expanding the Address describes how to enter or verify additional address information that does not appear on the initial Order Entry screen.

• Chapter 9: Using a Permanent Shipping Address describes how to specify a shipping address for the order that will be linked permanently to the customer who placed the order and may be used on future orders.

• Chapter 10: Assigning an Order Shipping Address describes how to specify a shipping address for the order that will be linked to the current order only.

• Chapter 11: Adding a Recipient Order describes how to enter the address to which the recipient or gift order will be shipped.

• Chapter 12: Assigning a Billing Address describes how to specify an address for an A/R (Accounts Receivable) order to which the invoice should be sent.

• Chapter 13: Defining Order Properties describes several fields that are not available on the initial Order Entry screen that allow you to further define the order.

• Chapter 14: Adding Order Messages describes how to add messages to the order for inquiry only or that may be printed on the invoice and/or pick slip.

• Chapter 15: Adding Miscellaneous Charges or Credits describes how to add miscellaneous charges or credits to the order.

• Chapter 16: Displaying More Options describes how to use options related to Order Entry that are not available on the Order Entry screens, including: Customer Action Notes, Customer Profile, Customer Messages, Void/Reprint Picks, Order Totals (All Recipients), and Telemarketing Specials.

• Chapter 17: Inquiring into Item Availability (DIAV) describes how to select an item for the order prior to Order Entry, how to capture lost sales, review the current on-hand availability, review the quantity on-order with your suppliers, review the next expected delivery, review the quantities available at a given location in a warehouse, review the pending purchase order deliveries, and review important item information.

• Chapter 18: Alternate Methods of Entering Items in Order Entry describes alternative methods of entering items, as determined in the System Control and Fast Track Item files.

• Chapter 19: Entering User Fields describes the Enter User Fields screen that may appear automatically during Order Entry to capture any type of additional information about the customer.

• Chapter 20: Working with Order Summary Information describes the Order Summary screen, which contains all items on the order and any recipient orders.

• Chapter 21: Posting a Return or Exchange Through Order Entry describes the process of using Order Entry to enter a return or exchange if you do not have the original order on your system.

• Chapter 22: Entering Customer Memberships describes how to create a customer membership by adding a membership item in order entry.

• Chapter 23: Entering Coupon Promotions on an Order describes how to apply coupon discounts against an order or detail line.

• Chapter 24: Working with an Order-Level Email Address describes how the system stores an email address specific to each order.